AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check

FIND A MUNDIAL FINANCIAL GROUP, LLC FINANCIAL ADVISOR NEAR ME

Find, Compare and Monitor Financial Advisors at MUNDIAL FINANCIAL GROUP, LLC

CRD#: 149531
BD

Looking for a Financial Advisor at MUNDIAL FINANCIAL GROUP, LLC?

We have compiled every financial advisor who works at MUNDIAL FINANCIAL GROUP, LLC in our database for you to search through. On this page, you will be able to find the closest financial advisors to you geographically, advisors with specific certifications that you are looking for, as well as many other filtering capabilities to help you search.

If you need additional assistance finding the specific financial advisor you are looking for, please use our search tool below and type in either their name or CRD number.

FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

MUNDIAL FINANCIAL GROUP, LLC is located at 477 Madison Ave 6th Floor, New York, NY 10022 and was first established at New York, California in 01/11/2008. After operating for 18 years, MUNDIAL FINANCIAL GROUP, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of MUNDIAL FINANCIAL GROUP, LLC’s clients are individuals and 0% of their clients are high net worth individuals. MUNDIAL FINANCIAL GROUP, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at MUNDIAL FINANCIAL GROUP, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access MUNDIAL FINANCIAL GROUP, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at MUNDIAL FINANCIAL GROUP, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

Crafted using large generative AI models

Where the Statistical Data for MUNDIAL FINANCIAL GROUP, LLC Comes From

Understanding the Statistics for MUNDIAL FINANCIAL GROUP, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
477 Madison Ave 6th Floor, New York, NY 10022
Mailing Address
477 Madison Ave 6th Floor, New York, NY 10022
Firm Size
Small
Phone Number
(646) 766-8690
Established
California since 01/11/2008
Firm Type
Limited Liability Company
Fiscal year end
June
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
GONG CAPITAL MARKETS LLCOWNER
COMPLIANCE AND FINOP ADVISORY LLCOWNER 20%
BRAVIN, MICHAEL AHEAD OF TRADING, GSP #22758037
ROMERO, MONIQUE VICTORIAFINOP/PRINCIPAL FINANCIAL OFFICER/PRINCIPAL OPERATIONS OFFICER6712654
SMULEVITZ, CHARLES DAVIDCHIEF EXECUTIVE OFFICER, GSP #1, CHIEF COMPLIANCE OFFICER5099387

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

How Do I Determine Which Firm to Work With?

Advisor's working at MUNDIAL FINANCIAL GROUP, LLC

CS

Charles David Smulevitz

Charles David Smulevitz, Charlie Smulevitz, Charles Smulevitz
RR
CRD#: 5099387
Location:
New York, NY 10175
Company:
LAIDLAW & COMPANY (UK) LTD.
Disclosures:
Experience:
19 years
View Profile
MR

Monique Victoria Romero

Monique Romero
RR
CRD#: 6712654
Location:
New York, NY 10022
Company:
MUNDIAL FINANCIAL GROUP, LLC
Disclosures:
Experience:
9 years
View Profile
MB

Michael A Bravin

Michael Adam Bravin
RR
CRD#: 2758037
Location:
El Segundo, CA 90245
Company:
TRITON PACIFIC SECURITIES, LLC
Disclosures:
Experience:
28 years
View Profile
Name or CRD#
Location
Firm name (optional)
Credentials
Advisor type
Disclosures
Experience (Years)

Compare statistics for financial advisors here.

Review financial advisor disclosures here.

footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics